Description
Program Description
This course seeks to provide base knowledge on the Philippine trust business along with the products and services being offered in the local market.
Course Content/Outline
- What is an investment management account?
- How different is an investment management account from a personal management trust?
- What are the basics of retirement funds and what are unit investment trust fund
III. RESOURCE SPEAKER:
Dr. Robert B. Ramos, CFA, CAIA, CIPM, RFC
Trust and Investments Group
Rizal Commercial Banking Corporation
IV. SCHEDULE:
November 17, 2023
Friday
1:00 PM – 4:00 PM
V. TRAINING FEE PER PARTICIPANT:
Member Institution – P 2,800.00
Non-Member Institution – P 3,920.00
**VAT inclusive